See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,504 | $138,065+4.7% | $123,544+17.0% | $135,375+6.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -5.45% | 153.68%-159.1pp | 119.20%-124.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $16,231 | $5,151+215.1% | $4,628+250.7% | $4,779+239.6% |
| Participant deferral / active EE | $3,924 | $6,799-42.3% | $6,426-38.9% | $5,609-30.0% |
| Admin fee / account holder | $56,733 | $10,916+419.7% | $9,284+511.1% | $10,827+424.0% |